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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,287 | $148,629+31.4% | $135,982+43.6% | $139,487+40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.38% | 79.33%-54.0pp | 68.32%-42.9pp | 373.84%-348.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $360 | $8,102-95.6% | $7,760-95.4% | $6,713-94.6% |
| Admin fee / account holder | $1,933 | $12,406-84.4% | $10,767-82.0% | $11,407-83.1% |